MISSION, VISION & VALUES

Our Mission

As one of the world’s leading distributors of mutual funds (“Funds”), our aim is to provide the necessary tools to help investors gain the freedom to choose from the world’s best investment managers. We aim to add value by increasing the level of efficiency in the financial industry through a programme of continuous technological improvement.

Our Vision

Our business supports this mission by linking fund houses and distributors of mutual funds at the operational and technological level. Allfunds Bank provides them with a range of operational, analytical and information services to ensure transactions are always executed efficiently and effectively.

Our vision serves as the framework for our work, guiding every aspect of our business by describing what we need to accomplish to continue achieving sustainable and quality growth.

Our Values

  • Best of breed: Deliver high quality investment products and services that anticipate and satisfy investor’s goals and needs.

  • Clients as partners: We have developed a network of institutional clients and providers to generate sustainable mutual value.

  • Teamwork: Be an inclusive, culturally diverse business – where highly skilled and professional individuals are inspired to achieve their common goals.

  • Open architecture: We are firm believers in freedom of choice when it comes to the selection of investment instruments and therefore strive to expand our offer every day.

  • Maximize Productivity: Be a highly effective, lean, fast-moving and flexible organization, investing time and effort to improve our processes and services.

  • Sustainability: Be a socially responsible corporation which seeks to make a difference by helping build and support the communities in a sustainable and responsible way.

  • Seeking Excellence: Offer an honest and professional service to ensure our clients get the best possible solution for each individual case.

  • Business Diversification: Diversify our business across regions and market segments in order to maximise the opportunity for sustainable growth.

  • Profit: We strive to find a balance between the interests of our partners, the sustainability of our business and the delivery of excellent long-term returns to our shareholders.

OUR HISTORY

2000
2000
Founded as a Spanish bank in 2000, Allfunds Bank has provided institutional access to local and international funds, facilitating third party fund distribution and consolidating open architecture solutions for more than 16 years.
2003
2003

In 2003, Italian bank Sanpaolo (now Intesa Sanpaolo) acquired 50% of Allfunds Bank. It created a specialized branch in Italy to cater to local clients.

2005
2005
In 2005, the platform opened its second branch in the United Kingdom to serve local and global distributors in what is considered one of the most important global financial centres in the world.
2007
2007

In 2007, Allfunds Group established its international affiliate, Allfunds Bank International, a Luxembourg PSF (“Professionnel du Secteur Financier”), to provide easier access to clients at the heart of the European Fund Industry.

 

2009
2009
Two years later, Allfunds Group expanded its reach with the establishment of its first representative office in Santiago de Chile to provide local services to Latin American based clients. Special attention was paid to specific countries interested in international funds such as Chile and Colombia.
2011
2011

In 2011 it set up a representative office in the United Arab Emirates to promote the services to financial institutions in the Middle East, becoming the first fund platform in the world to meet Sharia law. Today, Allfunds is the only investment fund platform within the Islamic open architecture space.

2013
2013
May 2013: Allfunds Switzerland, a subsidiary of Allfunds Bank International is established in Zurich with a Fund Distributor status to expand the business into the most important private banking center in the world.
2014
2014
In 2014, Allfunds Bank International started to operate as a licensed bank in Luxembourg authorized to render both banking and investment services by upgrading its previous PSF license.
2015
2015

Allfunds opens its first representative office in Bogotá, making it the second branch in Latin America and reinforcing its commitment to the region. Colombian financial entities such as pension funds and asset managers are serviced out of these new premises.

2016
2016

Throughout 2016 and continuing with its internationalisation strategy, Allfunds Bank obtained local licenses in Singapore (branch) and Brazil (representative office).

2017
2017
In 2017, Allfunds continued its investment in technology with the launch of APIs and the addition of ETFs on the platform. It was also the year AFB announced plans to open an office in Brazil and Norway as well as achieved €350Bn in AuA and entered into a shareholder structure.
2018
2018

In 2018 Allfunds completed its first acquisition in company history by purchasing fintech company Finametrix   It was also the year that it saw a tremendous amount of growth in teams across the globe with several senior hires and new offices in Singapore, Madrid, and Sao Paulo. 

CORPORATE VIDEO

View Corporate Videos

INSTITUTIONAL PRESENTATION

Download presentation